The tilt at Sydney airport and the privatisation of WestConnex has showcased the appetite for Australian infrastructure from super funds and offshore investors. The only problem is in meeting it. “The appetite to invest in Australia, as you’re seeing through
Two case studies this week provide an interesting opportunity to re-examine investor behaviour. As it turns out, a monkey can beat the market. Have you heard the one about the crypto-trading hamster? Mr Goxx is the only employee/inhabitant of Goxx
While the worst is probably over, emerging markets are still in a tailspin. But the best thing about starting low is that can aim high. For many investors, China’s recent regulatory crackdown has been a waking nightmare. Add on the
Fiona Reynolds, the former CEO of the UN-supported Principles of Responsible Investment (PRI), has continued a barrage of board and executive appointments with a director position at Frontier. Reynolds will join the board of Frontier as a non-executive director as
September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows that September is the cruellest month, to paraphrase Elliot.Nobody really understands why
As superannuation and life insurance consolidation continues apace, risk firm Retender warns that the government cannot rely on the invisible hand of the market to ensure competitive outcomes. It’s well understood that big super is getting bigger. That’s as a
Cashed-up industry funds are expected to be leaders leader in post-pandemic M&A activity as investors begin to see the light at the end of the Covid-19 tunnel. While Fidelity anticipates that the Covid-19 pandemic has caused a structural shift in
Investment consultants like JANA, Frontier, and Willis Towers Watson, are banding together to “drive real change” by confronting the “daunting” task of accomplishing a net zero transition. The Net Zero Investment Consultants Initiative (NZICI) will see consultants embed advice on
Super funds may soon be forced to reveal internal valuations for unlisted assets. But the lesson from the Future Fund is that the new regulations aren’t in anybody’s best interests. While much of government’s recent focus has been on implementing
Implausible doesn’t mean impossible. But it remains to be seen whether the “creative destruction” that ARK Invest is banking on can trump the possibility that we’ve been in a bubble all along. They’re what legendary investor/prophet of doom Jeremy Grantham
The tilt at Sydney airport and the privatisation of WestConnex has showcased the appetite for Australian infrastructure from
Two case studies this week provide an interesting opportunity to re-examine investor behaviour. As it turns out, a
While the worst is probably over, emerging markets are still in a tailspin. But the best thing about
Fiona Reynolds, the former CEO of the UN-supported Principles of Responsible Investment (PRI), has continued a barrage of
September has historically been a bad month for markets, and it could be about to get worse. But
As superannuation and life insurance consolidation continues apace, risk firm Retender warns that the government cannot rely on
Cashed-up industry funds are expected to be leaders leader in post-pandemic M&A activity as investors begin to see
Investment consultants like JANA, Frontier, and Willis Towers Watson, are banding together to “drive real change” by confronting
Super funds may soon be forced to reveal internal valuations for unlisted assets. But the lesson from the
Implausible doesn’t mean impossible. But it remains to be seen whether the “creative destruction” that ARK Invest is
